THE JAMES WEILAND FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: THE JAMES WEILAND FAMILY FOUNDATION (EIN 20-1413988)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-05-06
IRS object ID: 201111269349101326
Schema version: 2010v3.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Compensation Explanation
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-06T12:16:25-05:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ROBERT HALLIDAY CO LTD	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	31320 SOLON ROAD SUITE 19	AddressLine1
City	SOLON	City
State	OH	State
ZIP Code	44139	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	201413988	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE JFW FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JFWF	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	30126 ST IVES	AddressLine1
City	WESTLAKE	City
State	OH	State
ZIP Code	44145	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JAMES WEILAND	Name
Title	PRESIDENT	Title
Date Signed	2011-05-04	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ROBERT S HALLIDAY CPA	Name
Phone	4402485202	Phone
Date Prepared	2011-05-06	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	30171	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	30000	ContriReceivedRevAndExpnss
Total Revenue And Expenses	30000	TotalRevenueAndExpenses
Total Net Investment Income	0	TotalNetInvestmentIncome
Other Prof Fees Rev And Expnss	903	OtherProfFeesRevAndExpnss
Other Prof Fees Dsbrs Chrtbl Prps	903	OtherProfFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	903	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	903	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	6000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	6000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	6903	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	6903	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	23097	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	7074	CashBOY
Cash EOY	30171	CashEOY
Cash EOYFMV	30171	CashEOYFMV
Total Assets BOY	7074	TotalAssetsBOY
Total Assets EOY	30171	TotalAssetsEOY
Total Assets EOYFMV	30171	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	7074	UnrestrictedBOY
Unrestricted EOY	30171	UnrestrictedEOY
Total Net Assets BOY	7074	TotalNetAssetsBOY
Total Net Assets EOY	30171	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	7074	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	30171	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	7074	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	23097	ExcessOfRevenueOverExpenses
Subtotal	30171	Subtotal
Total Net Assets Fund Balances EOY	30171	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	25832	QualifyingDistributionsYear1
Noncharitable Assets Year1	19471	NoncharitableAssetsYear1
Distribution Ratio Year1	1.326691	DistributionRatioYear1
Qualifying Distributions Year2	504	QualifyingDistributionsYear2
Noncharitable Assets Year2	243	NoncharitableAssetsYear2
Distribution Ratio Year2	2.074074	DistributionRatioYear2
Total Distribution Ratio	3.400765	TotalDistributionRatio
Average Distribution Ratio	1.700383	AverageDistributionRatio
Net Noncharitable Assets	8089	NetNoncharitableAssets
Adjusted Noncharitable Assets	13754	AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One	13754	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	6903	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Amount Credited To Next Year	0	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	OH	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	JAMES F WEILAND	BooksInCareOfPersonName
Books In Care Of Phone Number	2165240900	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	30126 ST IVES	AddressLine1
Address Line2	30126 ST IVES	AddressLine2
City	WESTLAKE	City
State	OH	State
ZIP Code	44145	ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	Address Line2USAddress/AddressLine2	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
JAMES F WEILAND
30126 ST IVES	30126 ST IVES	WESTLAKE	OH	44145	PRESIDENT	0.10	0	0	0
FREDERICK N WIDEN
1660 WEST SECOND STREET STE 1100	1660 WEST SECOND STREET STE 1100	CLEVELAND	OH	441141583	TRUSTEE	0.10	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	8212	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	8212	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	8212	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	123	CashDeemedCharitable
Net Noncharitable Assets	8089	NetNoncharitableAssets
Minimum Investment Return	404	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	404	MinimumInvestmentReturn
Distributable Amount Before Adj	404	DistributableAmountBeforeAdj
Distributable Amount Before Ded	404	DistributableAmountBeforeDed
Distributable Amount As Adjusted	404	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	6903	ExpensesAndContributions
Qualifying Distributions	6903	QualifyingDistributions
Adj Qualifying Distributions	6903	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	404	DistributableAmountAsAdjusted
Excess Distri Carryover Year2	492	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	24858	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	25350	TotalExcessDistriCarryover
Qualifying Distributions	6903	QualifyingDistributions
Applied To Current Year	404	AppliedToCurrentYear
Remaining Distri From Corpus	6499	RemainingDistriFromCorpus
Total Corpus	31849	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	31849	ExcessDistriCyovToNextYear
Excess From Year2	492	ExcessFromYear2
Excess From Year1	24858	ExcessFromYear1
Excess From Current Year	6499	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2	Address Line1RecipientUSAddress/AddressLine1	Address Line2RecipientUSAddress/AddressLine2	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
DEFENDERS OF WILDLIFE
DEFENDERS OF WILDLIFE	1130 17TH STREET NW	1130 17TH STREET NW	WASHINGTON	DC	20036	NONE	PUBLIC CHARI	DONEE'S STATED PURPOSE	$1,000
PETA VANGUARD SOCIETY
PETA VANGUARD SOCIETY	501 FRONT ST	501 FRONT ST	NORFOLK	VA	23510	NONE	PUBLIC CHARI	DONEE'S STATED PURPOSE	$1,000
HUMANE SOCIETY
HUMANE SOCIETY	2100 L STREET NW	2100 L STREET NW	WASHINGTON	DC	20036	NONE	PUBLIC CHARI	DONEE'S STATED PURPOSE	$1,000
ASPCA FOUNDATION
ASPCA FOUNDATION	424 E92ND STREET	424 E 92ND STREET	NEW YORK	NY	10128	NONE	PUBLIC CHARI	DONEE'S STATED PURPOSE	$1,000
FARM SANCTUARY
FARM SANCTUARY	PO BOX 150	PO BOX 150	WATKINS GLEN	NY	14891	NONE	PUBLIC CHARI	DONEE'S STATED PURPOSE	$1,000
ALZHEIMERS ASSOCIATION
ALZHEIMERS ASSOICATION	23215 COMMERCE PARK 300	23215 COMMERCE PARK 300	CLEVELAND	OH	441225803	NONE	PUBLIC CHARI	DONEE'S STATED PURPOSE	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	6000	TotGrantOrContriPaidDuringYear

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	FRANCIS DAVID CORPORATION	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	5005 ROCKSIDE ROAD PH100	AddressLine1
City	INDEPENDENCE	City
State	OH	State
ZIP Code	44131	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	30000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

JAMES F WEILAND
FREDERICK N WIDEN

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Disbursements Charitable PrpsDisbursementsCharitablePrps
BANK SERVICE CHARGE	$3	3
ACCOUNTING FEES	$900	900

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